Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18B
AUM Growth
+$866M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$118M
3
+$117M
4
NKE icon
Nike
NKE
+$70.2M
5
STLA icon
Stellantis
STLA
+$62.6M

Top Sells

1
+$77.9M
2
+$76.2M
3
+$61.8M
4
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$40.2M
5
FTV icon
Fortive
FTV
+$37.5M

Sector Composition

1 Financials 24.44%
2 Industrials 12.97%
3 Healthcare 11.89%
4 Technology 11.71%
5 Energy 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.3M 0.01%
25,372
+3,071
427
$1.27M 0.01%
28,485
+4,661
428
$1.21M 0.01%
28,500
429
$1.2M 0.01%
211,300
-74,200
430
$1.19M 0.01%
62,173
+4,374
431
$1.19M 0.01%
9,530
+480
432
$1.19M 0.01%
8,530
+71
433
$1.17M 0.01%
71,000
+31,500
434
$1.17M 0.01%
+25,000
435
$1.14M 0.01%
14,931
-7,218
436
$1.13M 0.01%
55,447
437
$1.13M 0.01%
10,604
438
$1.1M 0.01%
17,990
+1,191
439
$1.04M 0.01%
8,421
-1,746
440
$1.03M 0.01%
123,840
+69,169
441
$1.03M 0.01%
31,946
-100
442
$1.03M 0.01%
4,730
-683
443
$1.02M 0.01%
9,232
-3,976
444
$996K 0.01%
38,508
+21,508
445
$995K 0.01%
14,716
-60,449
446
$980K 0.01%
20,478
+2,376
447
$961K 0.01%
20,000
448
$960K 0.01%
6,915
+171
449
$957K 0.01%
19,679
-542,109
450
$949K 0.01%
24,916
+13,916
16 17
18
19 20